CLIENT SERVICE ASSOCIATEBookmark This
DM Stone JobsInBrokerage.com
Century City, CA
DescriptionGreat opportunity at a successful and established financial institution.
Responsible for providing prompt, accurate and courteous response to internal and external preferred banking client?s inquiries.
Work effectively with team members to maximize customer service and to resolve client needs.
Ask questions to understand client?s full banking needs, interact with other banking departments to ensure complete banking needs are met.
Demonstrate versatility and customer responsiveness by performing all department functions as needed.
Process transactions accurately and in a timely manner.
Responsible for balancing checks and all other transactions.
Manage time to efficiently process high volume of transactions by e-mail, phone, fax and in person.
A Client Services Associate (CSA) you will be responsible for supporting Client Service Group with managing and organizing workflow.
You will be tasked with multiple roles to cover tasks necessary to meet the needs of our clients within the Client Service Group including training new associates, serving as backup, being an additional source of reference to other CSAs and PBs.
Process client transactions such as deposits, withdrawals, book transfers, wire transfers, ACH, loan funding, advances and payments, stop payments, purchasing and selling of foreign currency and foreign drafts, issue cashier checks, process account closings, or any other banking needs and able to balance within a reasonable timeline.
Assists clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet the client?s needs.
Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third party vendors.
Work with other departments to assist on the processing of specialized transactions. (Example: loan fees and special business banking capital calls.)
Be able to navigate research and answer client and banker questions using the bank?s systems
Assist in audit of departments previous days maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports (as necessary)
Work with stakeholders to update client information, documentation, and, help expedite requests and/or refer them to the appropriate department to meet requests in a timely manner.
Process and respond to emails and/or telephonic inquiries from Online Banking, Call Center, bankers, and other Deposit Services Department.
Perform duties & responsibilities specific to department functions & activities.
Performs other duties & responsibilities as required or assigned by supervisor.
Accuracy and Risk Management Skills
Conflict resolution/mediation skills.
Provides extraordinary service
Knowledge of all MS office applications
Minimum 2 years banking experience or knowledge of client services operation, or equivalent experience.
SEND RESUME AS AN MS WORD ATTACHMENT TO firstname.lastname@example.org